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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,693 | $106,864-65.7% | $147,318-75.1% | $82,637-55.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | -20.84% | 27.49%-48.3pp | 70.43%-91.3pp | 53.51%-74.3pp |
| Employer contribution / active EE | $7,143 | $3,417+109.1% | $4,593+55.5% | $2,552+179.9% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $13,708-100.0% | $7,339-100.0% |